Here’s What We Offer
Personal Financial Services
Financial Planning and Investment Advice
We offer integrated financial planning services on an hourly basis for people who live in Houston, Texas and beyond with complex financial lives. The planning process begins with a personalized financial plan that is tailored to your unique situation.
Please take a moment to view the video below, which presents an example of a financial plan we created for a prospective client.
Our financial plans are designed to provide clarity about your:
- Cash flow planning – tracking your spending patterns
- Estate planning guidance – to ease the burden on loved ones when important life events occur such as marriage, birth of a child, divorce, or death
- Risk management – ensuring you and your assets are protected (please note, we do not sell insurance policies or any insurance products)
- Employee benefits – helping the self-employed make decisions about which retirement plan(s) to set up, or employed professionals make decisions about which options to select within the benefits their employer offers
- Investments – Our approach centers around diversification for risk management, keeping costs low and minimizing tax impact
Want to learn more about this service and our personalized financial plans?
Schedule a Consultation Meeting
Tax Consulting Services for Individuals and Businesses
Tax consulting services are offered on a stand-alone basis. This service could include reviewing your tax return(s) and offering advice on strategies to potentially lower your tax bill. However, we do not offer tax compliance services such as preparing tax returns. We'd be happy to refer you to a qualified tax professional, should you desire compliance services only.
Interested in this service?
Schedule a Consultation Meeting
Business Consulting Services
Business consulting services are best suited for business owners who need help managing their business(es). We can act in an outsourced Chief Financial Officer (CFO) capacity or as an outsourced financial planner to other investment advisers. We do not provide attestation services, however, we would be happy to refer you to a licensed CPA firm that can provide compilation, review, audit or agreed-upon procedures services.
Want to learn more about our business consulting services?